Pettee Investors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Hold |
14,082
| – | – | 1.21% | 27 |
|
|
2025
Q1 | $2.36M | Sell |
14,082
-2,744
| -16% | -$459K | 1.4% | 24 |
|
|
2024
Q4 | $2.44M | Sell |
16,826
-68
| -0.4% | -$9.85K | 1.24% | 26 |
|
|
2024
Q3 | $2.49M | Hold |
16,894
| – | – | 1.21% | 26 |
|
|
2024
Q2 | $2.64M | Sell |
16,894
-335
| -2% | -$52.4K | 1.27% | 28 |
|
|
2024
Q1 | $2.72M | Sell |
17,229
-2,342
| -12% | -$369K | 1.15% | 36 |
|
|
2023
Q4 | $2.92M | Buy |
19,571
+763
| +4% | +$114K | 1.29% | 26 |
|
|
2023
Q3 | $3.17M | Hold |
18,808
| – | – | 1.51% | 15 |
|
|
2023
Q2 | $2.96M | Buy |
18,808
+493
| +3% | +$77.6K | 1.34% | 19 |
|
|
2023
Q1 | $2.99M | Buy |
18,315
+215
| +1% | +$35.1K | 1.43% | 16 |
|
|
2022
Q4 | $3.25M | Buy |
18,100
+485
| +3% | +$87.1K | 1.59% | 16 |
|
|
2022
Q3 | $2.53M | Sell |
17,615
-619
| -3% | -$88.9K | 1.36% | 20 |
|
|
2022
Q2 | $2.64M | Buy |
18,234
+57
| +0.3% | +$8.25K | 1.31% | 19 |
|
|
2022
Q1 | $2.96M | Sell |
18,177
-19
| -0.1% | -$3.09K | 1.3% | 21 |
|
|
2021
Q4 | $2.14M | Hold |
18,196
| – | – | 0.89% | 36 |
|
|
2021
Q3 | $1.85M | Buy |
18,196
+37
| +0.2% | +$3.75K | 0.86% | 37 |
|
|
2021
Q2 | $1.9M | Hold |
18,159
| – | – | 0.89% | 35 |
|
|
2021
Q1 | $1.9M | Sell |
18,159
-125
| -0.7% | -$13.1K | 0.92% | 33 |
|
|
2020
Q4 | $1.54M | Hold |
18,284
| – | – | 0.82% | 35 |
|
|
2020
Q3 | $1.32M | Sell |
18,284
-1,484
| -8% | -$107K | 0.76% | 36 |
|
|
2020
Q2 | $1.76M | Sell |
19,768
-50
| -0.3% | -$4.46K | 1.09% | 26 |
|
|
2020
Q1 | $1.44M | Sell |
19,818
-288
| -1% | -$20.9K | 1.03% | 27 |
|
|
2019
Q4 | $2.42M | Hold |
20,106
| – | – | 1.38% | 18 |
|
|
2019
Q3 | $2.39M | Sell |
20,106
-78
| -0.4% | -$9.25K | 1.5% | 18 |
|
|
2019
Q2 | $2.51M | Sell |
20,184
-720
| -3% | -$89.6K | 1.6% | 15 |
|
|
2019
Q1 | $2.58M | Sell |
20,904
-800
| -4% | -$98.5K | 1.62% | 15 |
|
|
2018
Q4 | $2.36M | Sell |
21,704
-2,520
| -10% | -$274K | 1.67% | 15 |
|
|
2018
Q3 | $2.96M | Buy |
24,224
+100
| +0.4% | +$12.2K | 1.75% | 15 |
|
|
2018
Q2 | $3.05M | Sell |
24,124
-150
| -0.6% | -$19K | 1.92% | 12 |
|
|
2018
Q1 | $2.77M | Buy |
24,274
+500
| +2% | +$57K | 1.71% | 13 |
|
|
2017
Q4 | $2.98M | Buy |
23,774
+350
| +1% | +$43.8K | 1.81% | 13 |
|
|
2017
Q3 | $2.75M | Buy |
23,424
+55
| +0.2% | +$6.46K | 1.78% | 14 |
|
|
2017
Q2 | $2.44M | Hold |
23,369
| – | – | 2.16% | 15 |
|
|
2017
Q1 | $2.51M | Hold |
23,369
| – | – | 2.27% | 14 |
|
|
2016
Q4 | $2.75M | Hold |
23,369
| – | – | 2.62% | 12 |
|
|
2016
Q3 | $2.41M | Hold |
23,369
| – | – | 2.33% | 14 |
|
|
2016
Q2 | $2.45M | Hold |
23,369
| – | – | 2.37% | 14 |
|
|
2016
Q1 | $2.23M | Hold |
23,369
| – | – | 2.3% | 14 |
|
|
2015
Q4 | $2.1M | Hold |
23,369
| – | – | 2.02% | 15 |
|
|
2015
Q3 | $1.84M | Buy |
23,369
+2,000
| +9% | +$158K | 1.93% | 16 |
|
|
2015
Q2 | $2.06M | Hold |
21,369
| – | – | 2.01% | 17 |
|
|
2015
Q1 | $2.24M | Hold |
21,369
| – | – | 2.18% | 15 |
|
|
2014
Q4 | $2.4M | Sell |
21,369
-65
| -0.3% | -$7.29K | 2.3% | 14 |
|
|
2014
Q3 | $2.56M | Sell |
21,434
-200
| -0.9% | -$23.9K | 2.51% | 13 |
|
|
2014
Q2 | $2.83M | Hold |
21,634
| – | – | 2.57% | 13 |
|
|
2014
Q1 | $2.57M | Hold |
21,634
| – | – | 2.42% | 14 |
|
|
2013
Q4 | $2.7M | Buy |
+21,634
| New | +$2.7M | 2.54% | 12 |
|